my phly registration process and user guide phly registration...my phly registration process and...

My PHLY Registration Process and User Guide

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Agent Registration Process & User Guide …………………………………. 2 - 28

- Dashboard - Bill Pay - Claims - Commissions - E-Bill Instructions - Reports - Business Status - Policies - Edit Profile

Insured Registration Process & User Guide .………………………………. 29 – 40

- Policies - Online_Quotes - Recurring Payments - Claims - Self-Service


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Agent Registration Process and User Guide

Log in or Create a new My PHLY account:

Select “Log in to My PHLY” from the PHLY.com home page.

The Log in to My PHLY / New to My PHLY page is displayed.


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If you have My PHLY login credentials, enter your username and password and click “Login”.

If you do not remember your login credentials, click “Forgot Login Credentials?”

Username Request

To retrieve your username, enter the e-mail address associated with your PHLY.com account.

If you are new to MY PHLY, click “Register Now”.

If you require additional assistance, click “Contact Us”.

Using the form below, send PHLY and email. Select your relationship with Philadelphia Insurance Companies to begin.

I am a Customer I am a Producer I am Interested in a Quote

I am Interested in a Career Other


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Click Submit

Password Reset Request

To reset your password, enter your username and the e-mail address associated with your

PHLY.com account.

Click Submit

Registration

! This website has been created for

Philadelphia insurance Companies’ producers and policy holders. Unauthorized access to this

website is prohibited. Only you may use the User Name you created. You are responsible for all activities using your User Name ID.

Producers – By creating and using an ID you verify that you are authorized from your employer to access the information on this web site.

Choose the type of account you will need to create.

o Insured

o Producer

Complete Required Fields

1. Enter the FEIN number. Note: FEIN must

be 9 digits long.

2. Enter the Producer Number.

3. Enter the Business Phone number.

4. Enter the Business Zip code.

5. Enter the desired User Name that will beused to log in to My PHLY. You create this.

6. Enter the First Name.

7. Enter the Last Name.

8. Enter the E-Mail Address.

9. Enter the desired Password that will beused to log in to My PHLY. Important Note:Passwords must meet the following criteria:

Contain at least 7 characters(letters and symbols - @, #, etc.)

Contain at least 1 capital letter

Contain at least 1 number

Select


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Passwords must NOT reference

the User Name in any way. Forexample: User Name: JoeSmithPassword: JoeSmith123 orSmith4321 will NOT work.

10. Confirm the desired Password byentering it again in the Confirm

Password field.

11. Click Continue.

12. On the next page, re-enter the passwordyou just created and set up a password

reset question.

13. If you forget your password, we will ask

you this security question and you willenter the answer you have selected.

*Please note that your answer is casesensitive. Result: Registration is completed, and the My PHLY home page appears: Note: MY PHLY will

validate the Agency information.


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MyPHLY HOMEPAGE

From the MyPHLY homepage, agents can view and report claims, quotes, utilize Online Bill Pay, view Business Status, view and search Policies and Bonds, edit preferences, view various reports, and

more.


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DASHBOARD

The Dashboard tiles show and provide quick and easy access to useful information, such as Open Claims, Open Quotes, Open Renewals, and Open Endorsements. Select the tile to open a report to

review open records.


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REPORT CLAIMS

From the Top Navigation Bar, Click Claims and then select the Report a Claim button:


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Or, select the Open Claims Dashboard Tile

and then select Report a Claim in the Left

Navigation Bar,


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You can then select a claim type and fill out the appropriate form:


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CLAIM STATUS

Select Claims Search in the Left Navigation Bar and then view your claims. You can search by claim

number, policy number, account number, account name, or claimant name.

You can also request claims information by filling out the claims status form found

under the claims section of PHLY.com. Select ‘Claim Status’ to get started.


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ONLINE BILL PAY

From the left navigation bar, click on the Self-Service section, and then select Online Bill Pay to

view current balance on accounts and pay bills online.


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The main screen will show all of the policies associated with your agency, along with the Net balance

due and the Net payoff amount. You can select to pay policies individually through this screen or pay

the Net balance for all policies by selecting Pay Full Balance.

To make a payment for one specific policy, click on the policy number. You will be re-routed to the

Policy Summary page which provides the billing and payment history, along with the option to Make

Payment for that specific insured. On the Make Payment screen you are able to modify the amount

you would like to pay.

Once you select “Next Step” this will allow you to enter in your information and the Bank Account

information for the payment.


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VIEW POLICIES AND BONDS:

On the main MyPHLY homepage, you will find a list of Policies and Bonds that you can interact with.

To find a specific policy, use the search dropdown to display any policy/bond.


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BUSINESS STATUS REPORT (Pending Business)

From the Left Navigation bar, click on Reports, then select Business Status to create a pending

business report. This will allow a quick search for the status of new and renewal business,

endorsement, and cancellation transactions.


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EDIT PROFILE

To access Profile information and change your Password, on the MyPHLY homepage, click on the

arrow next to Resources, and select Edit Profile.


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VIEW REPORTS

From the left navigation bar, click Reports to view various reports to utilize in managing day-to-day

business.


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COMMISSIONS

1. Direct Deposit of Commissions: From the left navigation bar, click on Commissions, and select Direct Deposit to view enrollment page. Note: Clicking Commissions and select Statements will take the User to view their Commision Statements.

2. Click on the Enroll in Direct Deposit button:


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3. Select Enroll Now and take note of the authentication information displayed.

4. Clicking on Enroll Now opens a link to the Partner's site. There is a help document that provides guidance on how to register on the Partners site as shown below.


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QUOTES Online quotes are available for Special Events, Storage Tanks, Business Owners, Hunting

Lease, and Fitness policies.

1. From the left navigation bar, click to expand Online Quotes.


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2. Select the appropriate product in the navigation pane or on the main screen to access the

application.

3. Complete the application to continue.

When the submission is complete, you will receive a confirmation email. A PHLY representative will

contact you to discuss the quote.


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ENDORSEMENTS

Agents can endorse multiple policies associated with the same account number all at once; attach

documents to the endorsement request.

Your endorsement request is immediately delivered to the appropriate underwriter which reduces

processing time.

1. Log into your PHLY.com account.

2. Review/search for Policies on the MyPHLY homepage and click ‘Go’ on the policy you wish to

endorse or you could select the policy to view it first.


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3. Click the Endorse Policy button.

4. Fill out the endorsement form and Submit the application:


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You will receive a confirmation email and your endorsement will be submitted directly to our

internal system.

LOGOUT Click the Logout button to log out of myPHLY.com

The following page appears to confirm that you have been logged out of myPHLY.com:


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Insured Registration Process and MyPHLY Guide


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Login or Create a new My PHLY account: Select “Login to My PHLY” from the PHLY.com home page.

The Login to My PHLY / New to My PHLY page is displayed.

If you have a My PHLY login, enter your username and password and click “Login”.

If you do not remember for login credentials, click “Forgot Login Credentials?”

Username Request

To retrieve your username, enter the e-mail

address associated with your PHLY.com account.

If you are new to MY PHLY, click “Register Now”.

If you require additional assistance, click “Contact Us”. Using the form below, send PHLY and email.

Select your relationship with Philadelphia Insurance Companies to begin.

I am a Customer I am a Producer I am Interested in a Quote I am Interested in a Career

Other


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Click Submit

Password Reset Request

To reset your password, enter your username and the e-mail address associated with your PHLY.com account.

Click Submit

Registration

! This website has been created for

Philadelphia insurance Companies’ producers and policy holders. Unauthorized access to

this website is prohibited. Only you may use the User Name you created. You are responsible for all activities using your User Name ID.

Producers – By creating and using an ID you verify that you are authorized from your employer to access the information on this

web site.

Choose the type of account you will need to create.

o Insured

o Producer

Complete Required Fields

14. Enter Account Number listed on the

most recent invoice.

If you do not know the Account Number, click the hyperlink below the Account Number field. Enter the Policy Number, Policy Effective Date, and Zip Code.

Click “Get my Account Number”

15. Enter the Policy Number.

16. Enter the desired User Name to log in

to My PHLY. (You create your User Name)

17. Enter the First Name.

18. Enter the Last Name.

19. Enter the E-mail Address.

20. Enter the desired Password. (You

create your Password)

Select


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Note: Password must meet all of the

following criteria to be accepted:

A minimum of 7 characters

Contain one or more capital letters (A-Z)

Contain one or more lowercase letters (a-z)

Contain one or more numbers (0-9)

Passwords may not contain any part of the user name. For example:

Username: JoeSmith

Password: Smith5869 or JoeSmith123

will not work

Click “About Passwords” link to learn

more about password format.

21. Confirm the desired Password by entering it again in the “Confirm Password” field.

22. Click “Continue”.

On the next page, re-enter the password you just created and set up a password reset

question. This security question will be used to verify your identity, if you forget your password. Your answer is case sensitive.

23. Registration is completed. The My PHLY

home page appears. The default view is “Your Dashboard”


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From the My PHLY home page / Dashboard, Insureds have the ability to Pay a Bill Online,

access Claims Searches and Report a Claim, Request a Quote on select PHLY products, access the Resources Center and learn about Risk Management Services.

Access is direct from “Your Dashboard” for Open Claims, Online Bill Pay, Risk Management Services and Resources. Policies and Bonds for the Insured are listed towards the bottom of the screen.

Policies and Bonds: Click the Policy number to link to the Policy information, Policy Coverages

and Billing and Payment History.


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BILL PAY: From the Dashboard, on the left navigation bar, click the transaction you would like to

complete.


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Online Bill Pay

1. Welcome notification is displayed. Users can click the box to no longer receive the

notification.

2. Click “Continue”

My Bills screen is displayed.

3. Users can select the tab to view Current Bills and My Bill History.

4. Click “My Payments” on the left navigation bar to view Payment Activity, Payment

Accounts, Recurring Payments and to Add Bank Account information.


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Enroll in Recurring Payments (Feature available only to Insured online users):

1. Log In to PHLY.com

2. Navigate to Online Bill Pay.

3. Click “My Payments” on the left menu.

4. Click “Add Bank Account.”

This page lists your recurring payment instructions. You can add new recurring payment instructions and view, change or delete your current instructions. Please go to “My Payment Activity” to view the scheduled payments based on these recurring payment ins tructions.


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5. Add Bank Account information.

6. Click “Add.”

7. Click “Recurring Payments” Tab.

8. Click “Add” next to the Payment Timing Field.

9. Choose to pay your bill when the bill is received or when the payment is due. Select your payment

account preference and click “Add”.


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10. Payment options may be edited by clicking “edit”. Update your options and click “Save”.

Sign up Ebill

1. Click Go Paperless banner to get paper-free billing in 5 clicks.

2. Read the Electronic Record and Signature Disclosure. Check the box to agree to use

electronic records and signatures.

3. Click “Continue”


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4. Enter your account name

Enter your account number

Enter your email address

Confirm your email address

Click to sign the document

5. Click Finish

CLAIMS SEARCH - REPORT CLAIMS

From the Dashboard, on the left navigation bar, click Claims Search. If any claims had previously

been filed, the claim would be listed on this page.

Report a Claim function is available to start the process of reporting a new claim.

1. Click the Line of Business (Claim Type) from the left navigation bar, for the claim being

reported.

ABC Insured PHPK1234567


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2. Enter the to complete the form.

3. Click “Next” to continue (complete all pages).

Online Quotes

From the Dashboard, on the left navigation bar, click online Quotes. Online quotes can be requested

for Fitness trainers, yoga studios, Martial Arts and more.

1. Click “Fitness trainers, yoga studios and more from the left navigation bar.

2. Click to complete the application for a quote.

Self-Services

Risk Management Services


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From the Dashboard, on the left navigation bar, click Risk Management Services to view the Risk

Management offices and the contacts.

Resources

From the My PHLY / Your Dashboard line, click Resources.

Resources can be used to

Edit Profile

o Sign up for eBill

o Change my Display Name

o Change my Email Address

o Change Password

o Change Password Reset Question

Request Billing Address Change

Request Mailing Address Change

View MyPHLY Training Manual

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